Create a post

Every post starts as a Content Idea on the calendar. You give it a title and platforms, then fill in the content in the post editor. The editor saves as you go.

1. Start the post

1. On the Calendar, choose the client workspace at the top, then click Compose → Create Post. Or click an empty day to start a post on that date.
2. Type a Title. It’s for your team; the client sees it too, but it isn’t published.
3. Optionally pick a Schedule date and time. The draft won’t publish until it’s completed and approved.
4. Tick the Platforms: one for a single post, or several to share one idea as a cross post.
5. Click Create and continue. The post editor opens.

2. Fill in the post

• Post setup (callout 1): the Platform, the Post type (for example post, carousel, reel, story or video, depending on the platform) and the Production method.
• Platform content (callout 2): the fields this platform and post type use. Content is your working copy and notes; Caption is the final text that gets published.
• Write with AI (callout 3): Content write rewrites the caption in the workspace’s brand voice. See Write captions with AI.
• Advanced options (callout 4): optional platform-specific settings, such as a Reel title on Facebook, a YouTube category and playlist, or a TikTok cover frame. Required settings always stay visible, and so do TikTok’s privacy, interaction and content disclosure settings.
• Language: set the post’s language from the language menu in the editor.

3. Add media

1. In the preview on the right, click Add Media (or Add more).
2. Choose a source: Upload local, Workspace media (already uploaded to this workspace), Media library (free stock photos from Pexels) or Google Drive (a shared Drive link).

The preview tells you what the post accepts, for example “Accepted media: images.”, and the recommended size. A static image post takes one image; carousels take several; reels and videos need a video. If the media doesn’t fit, AgencyOS explains why before you can continue.

4. Choose where and when it publishes

• Publishing destination: one of the workspace’s connected social accounts, or Manual publishing if a person will post it by hand.
• Schedule: the date and time, in the workspace’s time zone. See AI suggestions recommends good times; approve one to fill the field.

Scheduling only happens once the post reaches Scheduling / Publishing. See Publishing.

5. Assign the team

Open Team on the right to choose who works on the post (account manager, copywriter, designer and reviewer). Assignees are notified by email. You need “Edit all posts” to assign people.

Autosave and the readiness checklist

• The editor saves required fields automatically. The bar at the bottom shows All changes saved (callout 5) or that a save is in progress.
• If something is missing for the next step, a banner such as Complete 1 item to continue lists what to fix. Items disappear as you complete them, without refreshing.
• When everything is complete, use the button at the bottom right, such as Send to client, to move the post on. See Editorial workflow.

Common things the checklist asks for: a title, a caption, the required media, a supported post type, a future date and an available destination. TikTok posts also need a privacy setting and the Music Usage Confirmation, and a switched-on content disclosure needs Your brand, Branded content or both.